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VADFX vs VSTSX
VADFX vs VSTSX Comparison
Open Charts VADFX vs VSTSX
Invesco Equally-Wtd S&P 500 R6
Price$79.77
Change-$0.31 (-0.39%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$269.69
Change-$0.67 (-0.25%)
VolumeN/A
CapitalizationN/A
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VADFX vs VSTSX Comparison Chart
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VADFX vs. VSTSX commentary
Sep 21, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is VADFX is a StrongBuy and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. VADFX (6.95B). VADFX pays higher dividends than VSTSX: VADFX (1.61) vs VSTSX (1.36). VADFX was incepted earlier than VSTSX: VADFX (12 years) vs VSTSX (8 years). VADFX is a more actively managed with annual turnover of: 20.00 vs. VSTSX (2.00). VADFX has a lower initial minimum investment than VSTSX: VADFX (1000000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 25.91 vs. VADFX (18.15). VSTSX return over 5 years is better than : 83.06 vs. VADFX (34.59).
| VADFX | VSTSX | VADFX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | 12.612 | 16.934 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.95B | 1.72T | 0% |
| Annual Yield % from dividends | 1.61 | 1.36 | 118% |
| Returns for 1 year | 18.15 | 25.91 | 70% |
| Returns for 3 years | 0.79 | 21.39 | 4% |
| Returns for 5 years | 34.59 | 83.06 | 42% |
| Returns for 10 years | 81.88 | N/A | - |
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